Financial Planning - Employee Seminars - Free Consultation

Your Fee Only Financial Planner for Canada.

  • We do not sell financial products.
  • We do not receive fees or commissions from product providers.

Achieving your life goals is our only focus.

 

Book your personal
free phone consultation and real-time web demonstration

with Mike Carter, CFP.
Click Here
Mike Carter, CFP.
President
MC Planning
 
Personal Financial Planning
 

Your personal Fee Only financial planner will help you identify and achieve your life goals.

  • When can I retire and can I have the lifestyle I want?
  • Can we pay for our children’s education?
  • Can we buy the home/cottage/chalet that we have talked about?
  • How will a career change impact me ?

Find out how an independent professional can help with your personal and family financial planning.

Employee Seminars & Financial Planning

 

MC Planning supports small and medium size businesses, providing seminars and financial planning services for employees at affordable prices.

We specialize in:

  • Investment Planning Seminars for employees that are members of a company sponsored Group RRSP or Defined Contribution Pension plan. These seminars are designed to satisfy requirements under the CAP Guidelines for sponsors of company plans.
  • Retirement Planning for employees
  • Full Financial Planning for business owners and senior management

Click for more about our business services

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Personal Financial Services Business Services Free Consultation